See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,012 | $110,094+48.1% | $151,611+7.5% | $68,494+138.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.38% | -10.12%-0.3pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $4,062 | $4,471-9.1% | $6,166-34.1% | $2,596+56.4% |
| Participant deferral / active EE | $4,435 | $6,527-32.1% | $8,363-47.0% | $4,027+10.1% |
| Admin fee / account holder | $7,376 | $7,719-4.4% | $11,616-36.5% | $5,403+36.5% |